Footstool Financial

10/26/2026

Take control of your future by ensuring you're on the right track to achieve your financial goals.
https://bit.ly/4BqbZwH

10/22/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

10/19/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3U6mcO8

10/15/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

10/12/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

09/28/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

09/24/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

09/10/2026

History of the U.S. Estate Tax
The Tax Cuts and Jobs Act of 2017 became one of the most significant tax legislation acts signed into law since the Tax Reform Act of 1986, as this historic timeline illustrates, but some important aspects of the TCJA could be expiring soon. Follow the link to see the full history and important disclosures. Is it time to update your estate plan? https://bit.ly/4gXMfOZ

08/31/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

08/27/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.